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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
WDA
2376
Wendell David Associates
New Hampshire
$984M -$28.7M -3% 2.08% 46% 151 2.65%
HT
2377
Heritage Trust
Oklahoma
$983M +$39.1M +4% 3.61% 310 8.71%
AT
2378
Arlington Trust
Alabama
$981M +$425M +76% 3.33% 55.1% 645 42.48%
HTIM
2379
Harbour Trust & Investment Management
Indiana
$980M +$12.9M +1% 2.51% 159 5.03%
PCA
2380
Private Capital Advisors
Connecticut
$979M +$80.9M +9% 21.5% 138% 87 19.54%
PCI
2381
Planning Center Inc
Illinois
$979M +$26.6M +3% 1.5% 35.7% 77 5.19%
AHB
2382
Abner Herrman & Brock
New Jersey
$979M +$8.67M +0.9% 5.06% 139% 122 12.3%
SGDR
2383
SPX Gestao de Recursos
Brazil
$979M -$224M -19% 5.45% 90.7% 177 70.62%
IGGA
2384
Iron Gate Global Advisors
Utah
$977M -$2.45M -0.3% 2.95% 110% 122 22.95%
RA
2385
Rational Advisors
New York
$976M -$28.8M -3% 0.56% 37.7% 205 16.1%
PRS
2386
Pinkerton Retirement Specialists
Idaho
$976M +$45.3M +5% 5.23% 74.5% 170 37.65%
FNFDCM
2387
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$975M +$17.3M +2% 2.58% 67.3% 166 5.42%
WI
2388
Walmart Inc
Arkansas
$974M +$64.8M +7% 7.95% 3 0%
IC
2389
Inscription Capital
Texas
$974M +$46M +5% 3.16% 760 26.32%
SSP
2390
Sixth Street Partners
Texas
$974M -$191M -16% 5.46% 14.3% 8 25%
SFC
2391
SYM Financial Corp
Indiana
$973M +$38.6M +4% 3.46% 43.3% 461 21.26%
BGC
2392
Blue Grotto Capital
Georgia
$973M +$111M +13% 4.79% 283% 33 48.48%
PAI
2393
Power Alpha Investment
British Virgin Islands
$973M 2.4% 5
DPC
2394
Dream Peak Capital
$971M 1.12% 7
PLFA
2395
Pacific Life Fund Advisors
California
$971M -$3.93M -0.4% 1.61% 36.4% 20 0%
FMP
2396
Financial Management Professionals
Texas
$970M +$8.8M +0.9% 1.74% 62.1% 1,038 15.9%
GCM
2397
Gladstone Capital Management
United Kingdom
$969M +$53.8M +6% 7.17% 256% 30 30%
SB
2398
Samsara BioCapital
California
$969M +$203M +27% 30.1% 1,814% 30 40%
SC
2399
Shay Capital
New York
$969M -$185M -16% 1.79% 136% 638 60.03%
SFBLI
2400
Southern Farm Bureau Life Insurance
Mississippi
$968M +$120M +14% 1.85% 47.4% 16 0%